RIM

Reliant Investment Management Portfolio holdings

AUM $231M
1-Year Est. Return 29.52%
This Quarter Est. Return
1 Year Est. Return
+29.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.13M
3
+$490K
4
CVX icon
Chevron
CVX
+$304K
5
IBM icon
IBM
IBM
+$229K

Top Sells

1
+$4.46M
2
+$4.23M
3
+$3.61M
4
CTVA icon
Corteva
CTVA
+$3.5M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$3.21M

Sector Composition

1 Technology 29.21%
2 Financials 19.1%
3 Healthcare 10.18%
4 Industrials 9.37%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$287K 0.14%
3,800
52
$275K 0.14%
8,450
53
$228K 0.11%
1,720
54
$225K 0.11%
4,839
-5,265
55
$214K 0.11%
10,035
56
$201K 0.1%
+2,037
57
– –
-78,833
58
– –
-16,670
59
– –
-4,195
60
– –
-26,260
61
– –
-217,450
62
– –
-15,425
63
– –
-15,922
64
– –
-7,620
1 2
3